|
|
|
|
|
|
|
|
|
|
|
|
For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your new life. What are you doing? Who are you with? Where are you? What do you look forward to doing?
|
|
We believe that envisioning your ideal transition is a four-step process:
|
• Identifying your values, goals and purpose
• Determining your mission
• Deciding how to fulfill your mission
• Articulating the impact you aim for
|
|
Wealth managers Mary Ellen Krueger and Nathan Kublank walk you through the steps on Aspiriant’s blog fathom. Read more…
|
|
|
|
About Aspiriant
Aspiriant is one of the country’s most respected independent wealth management firms. Many clients have created successful companies that have a significant impact on society, which has given them financial freedom. Aspiriant provides context and clarity to make informed and intentional decisions. A business plan crafted for their families’ goals and legacies helps inform a very personal process. Unlike niche firms, Aspiriant gives clients access to experts in all areas of wealth management, including financial planning, investing, tax strategy, estate planning and more. Our specialists collaborate to orchestrate every aspect of our clients’ complex financial lives for generations. Learn more about the Aspiriant client experience at aspiriant.com.
|
|
|
|
Stay safe and healthy,
Pat Soldano
President
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365
|
|
|
|
|
|
Upcoming Events
- September 13: Goering Center Annual Awards Dinner, Cincinnati, OH
- September 14-15: Family Company Group, Minneapolis, MN
- September 16: Denver Regional Event
- September 22-23: Family Business Legacy & Wealth Conference, Chicago, IL
- September 27: University Business Center, Fresno, CA
|
|
|
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
|
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
|
The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
|
About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
|
|
|
|
|
|
|
|
|
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
|
|
|
|
|
|
|
|
|
|
|
|
